MS
Michael T. Scott
TRUIST ADVISORY SERVICES
HOUSTON, TX 77056
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CRD#: 5580677
MS
Professional summary
Michael Taylor Scott, who also goes by Taylor Scott, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Houston, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 2 firms and has passed the Series 7 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Taylor Scott
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
THE BUSH SCHOOL OF GOVERNMENT & PUBLIC SERVICE - TEXAS A&M UNIVERSITY POSITION: Advisory Board Member NATURE: Higher education institution providing graduate level and PhD degrees centered around local government & public service, City management, and foreign relations / intelligence. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 04/05/2018 ADDRESS: College Station TX, United States DESCRIPTION: Attending quarterly meetings to interact with students / campus staff. Advise the Dean of the school on matters relating to long-term vision of the school. RAISEUP FAMILIES POSITION: Member, Board of Directors NATURE: Since 1994 RaiseUp Families has been providing financial assistance to parents of school-age children while helping them attain higher income jobs and teaching invaluable budgeting skills. RaiseUp Families stabilizes parents from vulnerable communities who face unexpected financial crises so their children can focus on their education, giving them the opportunity for a better life. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2025 ADDRESS: Houston TX, United States DESCRIPTION: Member of the board of directors serving in an advisory capacity and assisting in raising outside funds for the organization.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Taylor Scott's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 25, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1400 Post Oak Blvd Fl 6, Houston, TX 77056RIA
CRD#: 283390
HOUSTON, TX
Past
September 1, 2008 - February 24, 2010
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/25/2022)
Exams
General Industry/Product Exam
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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